Mutual of America Capital Management LLC Purchases 1,981 Shares of Amphenol Corporation $APH

Mutual of America Capital Management LLC boosted its position in Amphenol Corporation (NYSE:APH) by 1.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 199,417 shares of the electronics maker’s stock after acquiring an additional 1,981 shares during the period. Mutual of America Capital Management LLC’s holdings in Amphenol were worth $19,692,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Hughes Financial Services LLC bought a new position in shares of Amphenol in the 1st quarter worth $25,000. Opal Wealth Advisors LLC bought a new position in shares of Amphenol in the second quarter valued at $25,000. Avalon Trust Co grew its holdings in shares of Amphenol by 133.3% during the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after buying an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC bought a new stake in shares of Amphenol during the first quarter worth about $28,000. Finally, Saudi Central Bank acquired a new stake in shares of Amphenol in the 1st quarter worth about $31,000. Institutional investors own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

APH has been the subject of a number of recent research reports. The Goldman Sachs Group set a $139.00 price objective on Amphenol and gave the stock a “buy” rating in a report on Monday, September 29th. Barclays started coverage on Amphenol in a report on Wednesday, October 8th. They set an “equal weight” rating and a $120.00 price target for the company. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, October 8th. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 10th. Finally, Robert W. Baird set a $139.00 price target on shares of Amphenol and gave the company an “outperform” rating in a research report on Friday, October 10th. Ten investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $118.00.

Amphenol Trading Down 1.3%

Shares of Amphenol stock opened at $125.73 on Friday. The firm has a market cap of $153.51 billion, a PE ratio of 50.09, a P/E/G ratio of 1.64 and a beta of 1.17. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $128.12. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46. The stock has a fifty day moving average price of $117.40 and a 200-day moving average price of $98.31.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.66 by $0.15. The company had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The firm’s revenue for the quarter was up 56.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Equities research analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th were paid a $0.165 dividend. The ex-dividend date was Tuesday, September 16th. This represents a $0.66 annualized dividend and a yield of 0.5%. Amphenol’s dividend payout ratio is presently 26.29%.

Insider Transactions at Amphenol

In related news, VP David M. Silverman sold 100,000 shares of the business’s stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.42, for a total value of $11,042,000.00. Following the sale, the vice president directly owned 12,500 shares in the company, valued at approximately $1,380,250. The trade was a 88.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Lance E. D’amico sold 100,000 shares of the company’s stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $110.60, for a total transaction of $11,060,000.00. Following the sale, the vice president directly owned 76,400 shares in the company, valued at approximately $8,449,840. This trade represents a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 665,924 shares of company stock valued at $73,369,357 in the last three months. 1.67% of the stock is currently owned by company insiders.

Amphenol Company Profile

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.